In this Q&A, Brad Godfrey, CFA, institutional portfolio manager and director of alternative & asset allocation strategies, discusses the recent performance and outlook for emerging-market debt (EMD), paying particular attention to how the pandemic has affected the asset class and where the EMD team sees opportunity across the market.

So far, the defining factor of 2020 has been its uncertainty. After COVID-19 caught the world by surprise, the pandemic quickly grew into an unprecedented global crisis. Governments, populations and businesses have been forced to adapt to the new ‘normal’,...

At this time of the year, Chinese tourists would typically be seen visiting and spending across a number of global destinations. But with most overseas travel off-limits, Fidelity China Consumer Fund portfolio manager Hyomi Jie analyses the key domestic...

In the biggest, shiniest, or most talked about companies, innovation is obvious. Yet like opportunities, innovation is sometimes hidden, waiting to be discovered. Similarly, Europe is regularly overlooked, but there are bright opportunities in not so obvious places.

RWC Diversified Return Fund manager Clark Fenton explains how he positioned the portfolio as the credit cycle moved from an over-extended leverage phase in 2018 to mass deleveraging in 2020

The coronavirus pandemic has brought about a new investment landscape in which some companies and sectors have fared better than others. Significant market dislocations have also created potential opportunities in the higher quality areas of the credit spectrum.

While a near-term mechanical bounce in economic activity in response to the lifting or easing of lockdown measures looks likely, we expect the subsequent climb up to be long and arduous.